Bruce Dodd Email & Phone Number

London And The Home Counties

I joined Partners Wealth Management in order to bring the freedom of a fully independent offering to bear on the fees and investment performance of my friends and clients.The first thing I ask all my clients is "how can we help?" I then work on the principal that we have two ears and one mouth and we should use them in those proportions. Too often have I sat with advisers who seem to think that quantity of words is more important than listening to and understanding what a client is trying to achieve, why and how have they got on with that so far. The second question is, given my knowledge of the industry and over 35 years' experience advising clients, "what would I do if I were in the exact same situation, had the same attitude to risk, concerns and objectives as the person I am talking to?" My principal challenge in following this profession is to explain complex legislation and inter-related factors like investment returns, interest rates, economic issues and political risks whilst trying to avoid a maelstrom of jargon. After all there is no shortage commentary and opinion out there, but sadly what is often lacking is clarity.

London, United Kingdom

London, United Kingdom

The current interest around Occupational Pensions and the options available to both current and deferred members has produced a fascinating range of outcomes and the opportunity to add huge value to my clients. Helping them clarify and bring their retirement and succession plans into reality has been both a pleasure and a privilege.

London, United Kingdom

Tilney is a leading UK investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with £21 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments. Whichever service a client choses we believe their personal wealth is our personal responsibility.

25 New Street Square

London, Chiltern Street

I specialise in complex pensions advice to senior individuals, many of whome have issues with the recent dramatic changes to the pensions legislation.

Specialised in complex retiremnet work involving SIPP & SSAS, EPP, personal & occupational schemes. Particular emphasis on owner managed businesses and close involvemnet and working with the accountancy side of the business.

General financial planning with significant development work with accountancy practices to uncover the potential for Financial Planning work within their client banks.

Bachelor Of Science (Bsc), Management Science, 2 Ii

Olevels